401(k) · DOL Form 5500 · 2023

Global Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 3
Participants Small participant base: 52nd
Percentile by assets National rank: $2.5M
Avg per participant High balance/head

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Official DOL plan name: Global Financial Services, Inc. 401(k) Plan · Sponsored by Global Financial Services, Inc. · Texas · Finance & Insurance

$7M in assets, 3 participants

Global Financial Services, Inc.'s Global Financial Services, Inc. 401(k) Plan reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#3,326 in Finance & Insurance (8,869 peers)

Global Financial Services, Inc. multi-year trail

Global Financial Services, Inc.'s plans moved +21.6% in assets from 2022 to 2024; this filing shows Global Financial Services, Inc. 401(k) Plan at $7M / 3 participants.

#3,326
in Finance & Insurance (8,869 peers): +11.6%
assets growth YoY

Global Financial Services, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Global Financial Services, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,441,259 Top 48% higher than 52% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Global Financial Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Financial Services, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Global Financial Services, Inc. 401(k) Plan reported net income rose from -$540K in the plan year 2022 filing to $773K in the plan year 2023 filing.
Global Financial Services, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752667842 · Global Financial Services, Inc. PY 2023 · 401(k)

Global Financial Services, Inc. 401(k) Plan · $7M · 3 · 52nd

EBSA $7M
EBSA 3
EBSA 52nd
EBSA 401(k)
EBSA near Pleasant Valley Corporation 401(k) Plan
EBSA ind #3326

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Global Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Global Financial Services, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $8M 21.581824960236776% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$7M
2023	1	3	$7M
2024	1	3	$8M

Global Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$7M
Net Income	$773K
Employer EIN	752667842
Plan Effective Date	1996-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Global Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Global Financial Services, Inc. 401(k) Plan side-by-side with 3 peers →

Global Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pleasant Valley Corporation 401(k) Plan in OH ($7M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Pleasant Valley Corporation 401(k) Plan (OH) $7M · 199
Promise to Perform Industries, Inc. (PA) $7M · 116
Community Integrated Work Program, Inc. 401(k) Plan (OR) $7M · 337
Planit 401(k) Retirement Plan (MD) $7M · 90

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Global Financial Services, Inc. 401(k) Plan assets move in 2023? ▼

Global Financial Services, Inc. 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $7M to $7M. Reported net income was $773K.

How have Global Financial Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Global Financial Services, Inc.'s sponsor-wide assets grew 21.6%, from $7M to $8M.

Which 401(k) plans are similar in size to Global Financial Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pleasant Valley Corporation 401(k) Plan in OH ($7M, 199 participants).

Which 401(k) plans cover a similar participant headcount to Global Financial Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752667842.